TSM Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: High AI chip demand, strategic expansions, and global need for TSM tech drive strong growth prospects.




Bearish Case: Geopolitical tensions, tariff impacts, and potential supply disruptions pose significant risks to growth.




Potential Outcomes:
  • 65% chance of continued growth from AI demand and strategic expansions.
  • 25% risk of geopolitical tensions disrupting operations.
  • 10% chance of macroeconomic slowdowns affecting demand.




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June 06, 2025


Taiwan Semiconductor Manufacturing Forecast

TSM        Taiwan Semiconductor Manufacturing
















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